Use of Licensed Financial Planner Designation in Malaysia

Dear Members,

This is a reminder on the use of the Financial Planner designation in Malaysia.

Financial planning is a licensed activity in Malaysia and only members who possess the Capital Markets and Services License (CMSL) or Capital Markets and Services Representative License (CMSRL) issued by the Securities Commission are allowed to hold themselves out as Financial Planners and use the term in their business cards.

The correct designation to be printed on business cards for CMSL or CMSRL holders should be “Licensed Financial Planner” regardless of whether the member possesses the CFP^{CERT TM} mark or the IFP mark.

Certified members who are not CMSL or CMSRL holders should only use the CFP^{CERT TM} mark or the IFP initials and not the “CERTIFIED FINANCIAL PLANNER®” designation or “ISLAMIC FINANCIAL PLANNER” in their business cards.

For CFP professionals, please refer to Clause 3.1 of the Mark Use Guide on FPAM’s website. Click here to view the guidelines to use the CFP marks.

Thank you for your attention,
FPAM Membership Department